Michael Giongo is a financial advisor with Mutual Advisors, LLC in Spring City, PA, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at MassMutual, MML Investors Services, Lincoln Financial Advisors Corp, and Geneos Wealth Management. Outside of his advisory work, he owns ERX Wealth, LLC, an insurance agency focused on fixed life, disability, and long-term care products, and serves as an independent sales representative for Merchant Advocate, assisting companies with merchant account reviews. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services using both active and passive investment strategies tailored through multiple analytical methods and advanced platforms, and is notable for its scale, institutional reach including sovereign wealth funds, and integrated operational features such as an Outsource Insurance Desk and affiliated broker-dealer.

Timothy Williams is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2026 and previously held roles at Wealth Enhancement Advisory Services, LPL Financial, and Pacific Life Insurance, among others. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and various customizable portfolio options.

Andrew Quintois is a financial advisor with Summit Wealth Group, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Summit in 2026, he worked at SEI Investments Management Corp. and SEI Investments Distribution Co. for seven years, among other roles. Outside of his advisory work, Quintois coaches and referees for USA Hockey. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes portfolio allocations based on clients’ financial profiles and employs a range of analytical strategies, often utilizing third-party money managers and ongoing account monitoring.

Stephen Rohrer is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds a Series 66 credential and has prior experience at The Life Financial Group and Huawei International High School. Outside of advising, Rohrer is involved in teaching and counseling at Life Institute and writes a personal growth blog. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and third-party money manager referrals using a variety of strategies including discretionary and non-discretionary account supervision.

Thomas Rutter Jr. is a financial advisor at Exodus Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. since 2007, as well as operating Rutter Insurance since 1995. Outside of his advisory work, he teaches Taekwondo in Boyertown, PA. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored account supervision, diversified portfolios, and ongoing due diligence, managing several hundred million dollars in discretionary assets.

John Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes positions at Burton and The O.N. Equity Sales Company. Outside of advising, he is involved in individual life insurance sales and group benefits through various companies. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs.

Matthew Creciun is a CFP® with two years of experience at Bison Wealth, LLC. He previously worked at Key Bank for eight years. Outside of advising, he is an independent licensed insurance agent specializing in life and health insurance. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an outcome-focused investment approach using multi-manager model portfolios and offers specialized services such as a Turnkey Asset Management Platform for other advisers.

Stephen Peters is a financial advisor with IPI Wealth Management, Inc. in Pottstown, PA, holding a Series 66 designation and two years of industry experience. He has operated Advantage Tax Prep & Services as a partner and tax accountant since 2014 and serves as an insurance agent and controller at Advantage Insurance Group since 2013. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly Investment Committee reviews.

Scott Brown is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Arkadios in 2022, he worked at Triad Advisors, Inc. for 11 years. Outside of his advisory role, Brown is involved in fixed insurance brokerage, providing term life insurance and fixed indexed annuities when clients have such needs. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a variety of investment management and financial planning solutions, including advisor-managed accounts, wrap programs, third-party manager access, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis with discretionary portfolio management supported by an internal portfolio team.

Charlou Peterson is a financial advisor at 49 Financial with Series 65 and Series 63 credentials. Peterson has held positions at TIFF Investment Management, Ascensus, The Vanguard Group, and other firms, accumulating several years of industry-related experience. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a model that integrates fundamental, cyclical, technical, and behavioral analysis.

Stephen Virkler is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked concurrently with Geneos Wealth Management and The Life Financial Group Inc since 2016. Outside of his advisory role, Virkler serves as a ministry coordinator for Life Institute Seminars. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets. The firm serves individuals, trusts, estates, corporations, and institutional clients, offering financial planning and portfolio management through a variety of traditional and wrap-fee programs.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Canon Capital Investment Advisory, PNC Wealth Management, and TD Wealth Management Services. Outside of investment advisory, he is involved in exit planning for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment management, financial planning, and retirement advisory services, blending discretionary and consultative approaches tailored to client needs.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

Brad Schneider is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Good Life Advisors since 2014 and has also worked at LPL Financial since 2012. Schneider is involved in selling Medicare supplement and Part D Prescription policies as part of his business activities. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to each client’s objectives and risk tolerance, utilizing a mix of direct management, model portfolios, and sponsored advisory programs.

Peter Roland is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has an extensive background in education, teaching at DeSales University since 1991 and Kutztown University since 2016. In addition to his advisory role, he is the founder of a business consulting firm specializing in M&A and exit planning. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Duane Cabrera is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Oppenheimer since 2016. Cabrera has also owned a Medicare insurance brokerage since 1996, though he no longer actively solicits business in that area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a diverse range of programs and advisory services spanning equities, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Mary Di Nolti is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Intuit and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.